Lesjak Planning LLC

Registered Investment Advisor

Excellence in Financial Planning since 1980
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March 23, 2020 Lesjak Planning Offices Remain Open

March 23, 2020 by Lesjak Planning

Dear Clients,

This past Sunday, Ohio Governor Mike Dewine instituted a “Stay at Home” order requiring all non-essential workplaces to cease operations as of 11:59pm tonight. Lesjak Planning offices, deemed an essential workplace by the order, will remain open to address your ongoing service needs while also maintaining our daily operations. Our ongoing monitoring and review of your portfolios, investment markets and money managers will continue as well.

We have verified operations will continue at your account Custodians and the vendors that provide products and services to us as well. The ability to trade in your accounts, process deposits and withdrawals, and other miscellaneous needs remains intact. For those clients who have established recurring monthly withdrawals, they will continue uninterrupted.

These exceptional times are requiring a significant effort from all of us. We will make every effort to provide the high quality service and advice you have become accustomed to.

The Lesjak Planning Team

← March 20, 2020 What Should We Expect – Part II March 24, 2020 Positive Note →

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1991 Crocker Road #575, Westlake, OH 44145 | 440.871.9500 | 888.871.4820 | Admin Log in
Questions? Please contact us at lpc@lesjakplanning.com.